Define Tomorrow
Organize and Simplify your Financial Future
Get Started in 3 Simple steps.
1
Consult
Schedule a complimentary initial consultation with one of our financial planners to understand your situation and evaluate your long term goals.
2
Evaluate
Using The Feliciano Financial Blueprint™ we will organize and analyze your financial situation and help you make smart choices with money.
3
Implement
Your custom financial plan is put into practice. We guide you along the way to stay organized, on track, and in control of your financial life.
Financial Planning can be overwhelming. We are here to help. With the Feliciano Financial Blueprint you will gain:
Clarity about where you are today.
Coordination across every part of your financial life.
Confidence to move forward, with purpose.
One Plan. One Team.
Your Life, Under Control.
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Our Story
Jose Feliciano, Chairman of Feliciano Financial Group, has been in the financial services industry for over 40 years. As a graduate of the American College of Financial Planning and a Certified Financial Planner™, Jose and our team have helped numerous families throughout East Texas develop individualized retirement plans based on their goals and vision of living life on purpose.
Jose Feliciano, Jr., CFP, CLU, ChFC, LUTCF
Founder of Feliciano Financial
The Feliciano Financial Blueprint
The Feliciano Financial Blueprint is a customized holistic financial plan developed over decades to help our clients achieve clarity, confidence, and control in their financial lives, so they can focus on what’s really important and live life on purpose.
One of East Texas’ Premier Financial Planning Firms
Our mission is to inspire and motivate people to be proactive and to live their lives on purpose. We are proud to have served from our home in Tyler for over 40 years.